Chris Trompeter
Analyst-Equity chez Cary Street Partners Investment Advisory LLC
Profil
Mr. Christopher J.
Trompeter, CFA, is a Portfolio Manager & Managing Director at Cary Street Partners Investment Advisory LLC.
He is also a Equity Research Analyst and Investment Committee member for Cary Street Partners.
He is primarily responsible for the Consumer Discretionary sector and regional banks.
Mr. Trompeter was previously employed as a Managing Director by Tradition Asset Management LLC, a Chief Operating Officer & Managing Director by Tradition Capital Management LLC, a Portfolio Manager by Bankers Trust Co. (Des Moines, Iowa), a Senior Portfolio Manager by Brundage, Story & Rose LLC, a Co- Founder & Managing Director by Candor Wealth Advisors LLC, and a Senior Portfolio Manager by Citigroup Asset Management.
He received his undergraduate degree from St. Lawrence University.
He holds Chartered Financial Analyst.
Postes actifs de Chris Trompeter
| Sociétés | Poste | Début |
|---|---|---|
Cary Street Partners Investment Advisory LLC
 Cary Street Partners Investment Advisory LLC Investment ManagersFinance Cary Street Partners Investment Advisory LLC (Cary Street Partners) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2003 and is a wholly-owned subsidiary of Cary Street Partners Financial LLC (formerly Luxon Financial LLC). Cary Street Partners provides individualized non-discretionary and discretionary advisory services to individuals, pension or profit-sharing plans, trusts, estates or non-profit organizations, corporations or other business entities and governmental entities, educational institutions, as well as banks or thrift institutions. | Analyst-Equity | 01/07/2020 |
Anciens postes connus de Chris Trompeter
| Sociétés | Poste | Fin |
|---|---|---|
Tradition Asset Management LLC
 Tradition Asset Management LLC Investment ManagersFinance Tradition Asset Management LLC (Tradition AM) is an investment advisory firm headquartered in Richmond, Virginia. The firm was founded by Michael Provine and Christopher Trompeter in 2018 and is owned by Cary Street Partners Financial LLC. Tradition AM provides investment advice to individual and institutional clients. | Fondateur | 01/07/2020 |
Brundage, Story & Rose LLC
 Brundage, Story & Rose LLC Investment ManagersFinance Brundage, Story & Rose LLC provides investment advice. The company is based in New York, NY. Brundage, Story & Rose was acquired by Bessemer Trust Co., NA on August 04, 2000. | Corporate Officer/Principal | - |
Candor Wealth Advisors LLC
 Candor Wealth Advisors LLC Investment ManagersFinance Candor Wealth Advisors LLC is a registered investment advisor located in Summit, New Jersey. The firm provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions and foundations, with emphasis on services to individuals and high net-worth individuals and their related entities. | Fondateur | - |
| Citigroup Asset Management | Gestionnaire de Portefeuille-Actions | - |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Gestionnaire de Portefeuille-Actions | - |
Formation de Chris Trompeter
| St. Lawrence University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Brundage, Story & Rose LLC
Brundage, Story & Rose LLC Investment ManagersFinance Brundage, Story & Rose LLC provides investment advice. The company is based in New York, NY. Brundage, Story & Rose was acquired by Bessemer Trust Co., NA on August 04, 2000. | Finance |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Finance |
Tradition Capital Management LLC
 Tradition Capital Management LLC Investment ManagersFinance Founded in 2000 by Benjamin Halliburton and Christopher Trompeter, Tradition Capital Management LLC is a registered investment advisor located in Summit, New Jersey. | Finance |
| Citigroup Asset Management | Finance |
Candor Wealth Advisors LLC
Candor Wealth Advisors LLC Investment ManagersFinance Candor Wealth Advisors LLC is a registered investment advisor located in Summit, New Jersey. The firm provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, charitable institutions and foundations, with emphasis on services to individuals and high net-worth individuals and their related entities. | Finance |
Cary Street Partners Investment Advisory LLC
Cary Street Partners Investment Advisory LLC Investment ManagersFinance Cary Street Partners Investment Advisory LLC (Cary Street Partners) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2003 and is a wholly-owned subsidiary of Cary Street Partners Financial LLC (formerly Luxon Financial LLC). Cary Street Partners provides individualized non-discretionary and discretionary advisory services to individuals, pension or profit-sharing plans, trusts, estates or non-profit organizations, corporations or other business entities and governmental entities, educational institutions, as well as banks or thrift institutions. | Finance |
Tradition Asset Management LLC
Tradition Asset Management LLC Investment ManagersFinance Tradition Asset Management LLC (Tradition AM) is an investment advisory firm headquartered in Richmond, Virginia. The firm was founded by Michael Provine and Christopher Trompeter in 2018 and is owned by Cary Street Partners Financial LLC. Tradition AM provides investment advice to individual and institutional clients. | Finance |
